Plan Snapshot
- Plan Sponsor: Movement For Life, INC.
- Sponsor EIN: 472488383
- Sponsor Address: 408 HIGUERA STREET, SUITE 200, SAN LUIS OBISPO, CA, 93401
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 194 | $15.3M | $200,000 | $577,948 |
| 2023 | 181 | $12.8M | $75,000 | $515,583 |
| 2022 | 159 | $11.2M | $0 | $524,342 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CALIBER AUDIT & ATTEST, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBER AUDIT & ATTEST, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $23,088 | $22,541 | $222 | — | — |
| 2023 | $19,391 | $18,920 | $146 | — | — |
| 2022 | $26,460 | $26,251 | $75 | — | $134 |